Franklin Intelligent Machines ETF (BATS: IQM)

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Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.

Nvidia Corp.

Intuitive Surgical Inc

Asml Holding N.V., Ordinary Shares

Apple Inc

Synopsys Inc.

Cadence Design Systems Inc.

Taiwan Semiconductor - Adr

Tesla Motors, Inc.

Applied Materials, Inc.

Franklin Intelligent Machines ETF

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WisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund

WTAI

Active vs. passive management debate persists. TrueMark makes case for actively managed ETFs focusing on concentrated portfolios.

EXCLUSIVE: TrueMark Investment CEO Reveals Strategy To Beat Markets With Actively Managed ETFs

The debate over active and passive management strategies has weathered the test of time.
The passive approach, typified by following broad market indices like the S&amp;P 500, has its advocates, especially given its cost efficiency and simplicity. However, there&#8217;s a growing interest in the potential of actively managed funds <a href="https://www.benzinga.com/topic/etfs">to outperform the market. </a>
Despite the skepticism often surrounding active management—fueled by studies like the one from S&amp;P Dow Jones Indices, which highlighted that more than 92% of U.S. large-cap funds failed to beat the S&amp;P 500 over a 15-year period — TrueMark Investment is making a compelling case for its model. 
The investment firm offers actively managed ETFs, branded as Trueshares, focusing on sectors of the modern economy where they believe a manager&#8217;s in-depth knowledge can significantly benefit investors.
In an exclusive chat with Benzinga, TrueMark Investment&#8217;s CEO Michael Loukas highlighted that their ETFs are &#8216;subadvised.&#8217; This partnership model allows TrueMark to tap into the expertise of industry experts to manage the portfolios. By delving into the nuances of a category, they aim to deliver superior returns, or &#8216;alpha&#8217;, to investors.
<h2 class="wp-block-heading">&#8216;You Can&#8217;t Outperform The Market If You Own The Market&#8217;</h2>
A foundational belief at TrueMark is that genuine market outperformance requires a departure from the market&#8217;s broad composition. 
&#8220;You can&#8217;t outperform the market if you own the market,&#8221; Loukas asserted. This philosophy is channelled through the firm&#8217;s strategy of maintaining high-conviction, concentrated portfolios.
A prime example is the TrueShares Technology, AI &amp; Deep Learning ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LRNZ#NYSE">LRNZ</a>), which contains only 21 carefully selected stocks within the artificial intelligence industry. 
The rationale behind such a concentrated approach is that it embodies the depth of conviction typically seen in institutional investment vehicles like hedge funds. &#8220;High conviction is essential, especially in sectors where we see a &#8216;winner takes all&#8217; dynamic,&#8221; Loukas affirmed. 
In these scenarios, TrueMark&#8217;s strategy involves investing in a few companies poised to dominate their segment, considered as the &#8216;category killers&#8217;, and then capitalizing on the &#8216;lead horses&#8217; to drive returns.
&#8220;We do own NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), but we don&#8217;t own all the mega caps,&#8221; Loukas said regarding the composition of the TrueShares Technology, AI &amp; Deep Learning ETF.
Loukas highlighted the tech sector&#8217;s immense potential and the importance of discernment in selecting investments. &#8220;While the benefits of AI are widespread, a strong business model is crucial for an investment to be sound,&#8221; he said.
<h2 class="wp-block-heading">Top-Performing AI-Related Exchange Traded Funds </h2>
In the realm of AI-related ETFs, TrueMark&#8217;s offering has distinguished itself with outstanding returns. 
Over the past six months, the TrueShares Technology, AI &amp; Deep Learning ETF secured a second place in its category, delivering a robust 20.6% return since early October. This performance places it just behind the Roundhill Generative AI and Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), which led with a 22% increase.
On a one-year horizon, the TrueShares Technology, AI &amp; Deep Learning ETF maintained its second-place standing with a remarkable 41% return, trailing slightly behind the Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>), which saw a 43.7% increase.
While it&#8217;s essential to remember that past performance is not necessarily indicative of future results, the current success of the TrueShares Technology, AI &amp; Deep Learning ETF offers a compelling testament to the potential of TrueMark&#8217;s focused, high-conviction investment strategy.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>ETF</th>
<th>6-Month Return</th>
<th>1-Year Return</th>
</tr>
</thead>
<tbody>
<tr>
<td>Roundhill Generative Al &amp; Technology ETF </td>
<td>22.38%</td>
<td>&#8211;</td>
</tr>
<tr>
<td>TrueShares Technology, Al &amp; Deep Learning ETF</td>
<td>21.02%</td>
<td>41.02%</td>
</tr>
<tr>
<td>Franklin Intelligent Machines ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQM#NYSE">IQM</a>)</td>
<td>20.91%</td>
<td>37.05%</td>
</tr>
<tr>
<td>ROBO Global Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THNQ#NYSE">THNQ</a>)</td>
<td>19.31%</td>
<td>36.75%</td>
</tr>
<tr>
<td>Global X Robotics &amp; Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NYSE">BOTZ</a>)</td>
<td>19.21%</td>
<td>29.80%</td>
</tr>
<tr>
<td>VanEck Robotics ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBOT#NYSE">IBOT</a>)</td>
<td>15.99%</td>
<td>&#8211;</td>
</tr>
<tr>
<td>Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>)</td>
<td>15.17%</td>
<td>43.72%</td>
</tr>
<tr>
<td>WisdomTree Artificial Intelligence and Innovation Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WTAI#NYSE">WTAI</a>)</td>
<td>10.64%</td>
<td>20.61%</td>
</tr>
<tr>
<td>First Trust Nasdaq Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBT#NYSE">ROBT</a>)</td>
<td>5.18%</td>
<td>6.69%</td>
</tr>
<tr>
<td>iShares Robotics and Artificial Intelligence Multisector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRBO#NYSE">IRBO</a>)</td>
<td>4.26%</td>
<td>9.93%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Source: TradingView; data as of Mar. 5, 2024</figcaption></figure>
Now Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/02/37402333/exclusive-magnificent-7-takes-center-stage-in-roundhills-expanded-etf-lineup-with-i">EXCLUSIVE &#8211; Magnificent 7 Takes Center Stage In Roundhill&#8217;s Expanded ETF Lineup With Inverse And Leveraged Options</a>
Image: Midjourney

WIIM

SPDR Dow Jones Industrial Average ETF Trust

US indices are trading higher as investors weigh recent economic data and Wednesday's Fed decision. Investors also watch for developments related to a US infrastructure deal.

The debate over active and passive management strategies has weathered the test of time.



The passive approach, typified by following broad market indices like the S&amp;P 500, has its advocates, especially given its cost efficiency and simplicity. However, there&#8217;s a growing interest in the potential of actively managed funds <a href="https://www.benzinga.com/topic/etfs">to outperform the market. </a>



Despite the skepticism often surrounding active management—fueled by studies like the one from S&amp;P Dow Jones Indices, which highlighted that more than 92% of U.S. large-cap funds failed to beat the S&amp;P 500 over a 15-year period — TrueMark Investment is making a compelling case for its model. 



The investment firm offers actively managed ETFs, branded as Trueshares, focusing on sectors of the modern economy where they believe a manager&#8217;s in-depth knowledge can significantly benefit investors.



In an exclusive chat with Benzinga, TrueMark Investment&#8217;s CEO Michael Loukas highlighted that their ETFs are &#8216;subadvised.&#8217; This partnership model allows TrueMark to tap into the expertise of industry experts to manage the portfolios. By delving into the nuances of a category, they aim to deliver superior returns, or &#8216;alpha&#8217;, to investors.



<h2 class="wp-block-heading">&#8216;You Can&#8217;t Outperform The Market If You Own The Market&#8217;</h2>



A foundational belief at TrueMark is that genuine market outperformance requires a departure from the market&#8217;s broad composition. 



&#8220;You can&#8217;t outperform the market if you own the market,&#8221; Loukas asserted. This philosophy is channelled through the firm&#8217;s strategy of maintaining high-conviction, concentrated portfolios.



A prime example is the TrueShares Technology, AI &amp; Deep Learning ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LRNZ#NYSE">LRNZ</a>), which contains only 21 carefully selected stocks within the artificial intelligence industry. 



The rationale behind such a concentrated approach is that it embodies the depth of conviction typically seen in institutional investment vehicles like hedge funds. &#8220;High conviction is essential, especially in sectors where we see a &#8216;winner takes all&#8217; dynamic,&#8221; Loukas affirmed. 



In these scenarios, TrueMark&#8217;s strategy involves investing in a few companies poised to dominate their segment, considered as the &#8216;category killers&#8217;, and then capitalizing on the &#8216;lead horses&#8217; to drive returns.



&#8220;We do own NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), but we don&#8217;t own all the mega caps,&#8221; Loukas said regarding the composition of the TrueShares Technology, AI &amp; Deep Learning ETF.



Loukas highlighted the tech sector&#8217;s immense potential and the importance of discernment in selecting investments. &#8220;While the benefits of AI are widespread, a strong business model is crucial for an investment to be sound,&#8221; he said.



<h2 class="wp-block-heading">Top-Performing AI-Related Exchange Traded Funds </h2>



In the realm of AI-related ETFs, TrueMark&#8217;s offering has distinguished itself with outstanding returns. 



Over the past six months, the TrueShares Technology, AI &amp; Deep Learning ETF secured a second place in its category, delivering a robust 20.6% return since early October. This performance places it just behind the Roundhill Generative AI and Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), which led with a 22% increase.



On a one-year horizon, the TrueShares Technology, AI &amp; Deep Learning ETF maintained its second-place standing with a remarkable 41% return, trailing slightly behind the Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>), which saw a 43.7% increase.



While it&#8217;s essential to remember that past performance is not necessarily indicative of future results, the current success of the TrueShares Technology, AI &amp; Deep Learning ETF offers a compelling testament to the potential of TrueMark&#8217;s focused, high-conviction investment strategy.



<figure class="wp-block-table is-style-stripes"><table style="overflow:auto; height: 90px; display: block;"><thead><tr><th>ETF</th><th>6-Month Return</th><th>1-Year Return</th></tr></thead><tbody><tr><td>Roundhill Generative Al &amp; Technology ETF </td><td>22.38%</td><td>&#8211;</td></tr><tr><td>TrueShares Technology, Al &amp; Deep Learning ETF</td><td>21.02%</td><td>41.02%</td></tr><tr><td>Franklin Intelligent Machines ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQM#NYSE">IQM</a>)</td><td>20.91%</td><td>37.05%</td></tr><tr><td>ROBO Global Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THNQ#NYSE">THNQ</a>)</td><td>19.31%</td><td>36.75%</td></tr><tr><td>Global X Robotics &amp; Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NYSE">BOTZ</a>)</td><td>19.21%</td><td>29.80%</td></tr><tr><td>VanEck Robotics ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBOT#NYSE">IBOT</a>)</td><td>15.99%</td><td>&#8211;</td></tr><tr><td>Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>)</td><td>15.17%</td><td>43.72%</td></tr><tr><td>WisdomTree Artificial Intelligence and Innovation Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WTAI#NYSE">WTAI</a>)</td><td>10.64%</td><td>20.61%</td></tr><tr><td>First Trust Nasdaq Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBT#NYSE">ROBT</a>)</td><td>5.18%</td><td>6.69%</td></tr><tr><td>iShares Robotics and Artificial Intelligence Multisector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRBO#NYSE">IRBO</a>)</td><td>4.26%</td><td>9.93%</td></tr></tbody></table><figcaption class="wp-element-caption">Source: TradingView; data as of Mar. 5, 2024</figcaption></figure>



Now Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/02/37402333/exclusive-magnificent-7-takes-center-stage-in-roundhills-expanded-etf-lineup-with-i">EXCLUSIVE &#8211; Magnificent 7 Takes Center Stage In Roundhill&#8217;s Expanded ETF Lineup With Inverse And Leveraged Options</a>



Image: Midjourney

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